This post was most recently updated on May 8th, 2013
Last Updated on 7 years by RichBohn
This CRM Review examines DrivenCRM.
In-Depth CRM Review
10224 Hickorywood Hill Avenue
Huntersville, NC 28078-3470
Telephone: (813) 681-4300
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
We believe software should be useful, simple, integrated and fast – so you can work better, get more accomplished, and make smarter decisions for your business.
SellergyLLC was founded in 2009. During the years leading up to launching SellergyLLC, we ran another CRM company that was built on classic .ASP code. As our business grew, we looked for tools to help us scale. We searched for a way to easily track time, manage customers and effectively invoice for our services. We wanted a well integrated application that took user experience seriously and provided incredible integration to our financial platform, QuickBooks.We couldn’t find one…
So we decided to invest our own time, energy and money into creating what we knew was a better way to run our business – and SellergyLLC was born.
SellergyLLC was immediately embraced by other small businesses and even Intuit themselves. Looking for a simpler and better way to work, these business found that SellergyLLC was a system that worked for them, not the other way around. Today, SellergyLLC serves the CRM needs of thousands of customers around the world, from freelancers to small businesses to departments within Fortune 500 companies.
SellergyLLC is headquartered in Charlotte, NC and has locations in Tampa, FL and Chicago, IL. We’re independent, with no outside capital infusions and have been profitable since our inception, with our customers as our only investors. Each day we come together to listen to our users, solve problems and continue to improve our service.
SellergyLLC by the Numbers
- Founded in 2009
- Thousands of customers in over 20 countries
- Recommended by 97.1% of our customers according to a recent customer survey
- Over 1,800 real-time connections with QuickBooks Pro, Premier and Enterprise Solutions
- 99.98% uptime so we are there when you need us
- Over $956,110,063 in invoices sent and paid through SellergyLLC
- Over 12,006,833 hours tracked
About the Product:
Driven CRM is a web browser based application that leverages your existing QuickBooks investment by empowering your employees with valuable QB data to assist with growing you and running the daily operations of the company. Driven automatically send customer updates, item updates, assembly builds, new vendor’s, sales invoices, payments and purchase orders to QuickBooks for verification and approval in Real-Time.
Driven CRM Sales Force Automation
Driven CRM’s Sales Force Automation solution provides Small to Medium sized businesses the critical sales data to increase your close ratio and do so with less effort. With it’s easy to use navigation and customizable workflow, companies find that managing both sales resources and opportunities easier than ever within Driven CRM. With Driven CRM, you will find that your sales reps will spend more time closing deals and less time on data entry.
Comprehensive On-Demand & On Premise SFA
Track all your leads, prospects and deals in one location. Make sure that every opportunity is followed up so that you close more business faster and with less effort. Target your business type of customers so that you are working smart, not just hard.
Small to Medium Sized business owners need to empower sales reps with tools that will assist them with simplifying the laborious administrative functions of their jobs. Driven CRM provides a “best of breed” solution that assists with automating complex tasks which in turn will empower your sales reps with the ability to close more business. This coupled with Real-Time integrations to Microsoft Exchange Server, MailChimp, UltraCart and to QuickBooks Pro, Premier & Enterprise, helps to define Driven CRM as a truly unparalleled solution. Recently highlighted as an Intuit Expert Pick, Driven CRM is the one CRM solution every sales rep will find easy to adopt and use.
- QuickBooks Integration
- MailChimp Integration
- UltraCart Integration
- Merchant Services Integration
Sales Management Benefits
Managers need the ability to view the activities of their reps and gain further insight into where they stand with their pipelines. Driven CRM provides powerful opportunity management, reporting and forecasting functionality so that sales managers can have the fullest confidence in their teams as well as their pipeline accuracy.
- Customizable Forecasting Reports
- Complete Pipeline Management
- Lead to Prospect Conversion Management
- Detailed Activity Tracking
Owners In Mind
A key to business success is having accurate data available for the executives of your company. Driven CRM, coupled with your current accounting solution will further insure that your company has all the critical sales data they need to make educated and concise decisions. Having bi-directional real-time integrations to financial packages such as QuickBooks Pro, Premier , Enterprise and Microsoft Great Plains will further insure that your decisions today are taking your business to the next level tomorrow.
- Intuit QuickBooks Pro, Premier & Enterprise Integration
- Microsoft Great Plains Integration
Driven CRM Email Marketing Integration
Driven CRM integration with MailChimp will empower your business with the ability to manage detailed marketing campaigns and provide complete tracking metrics of each campaign. So whether you own a business or manage email newsletters for clients, you need an email marketing service that takes care of the complicated stuff so you can focus on your job.
Driven CRM’s MailChimp integration makes it easy to design exceptional email campaigns and newsletter. From capturing a new lead through Customizable Web Registration Pages to creating dynamic campaigns Driven’s seamless integration with MailChimp ensures that every opportunity is capitalized upon.
- Includes 12,000 emails per month FREE!!
- Open and Click Tracking Open and click tracking show you how many people are opening your campaigns and where exactly they’re clicking.
- Bounces Find out which email addresses bounced and why—and we’ll automatically determine whether we should retry the send or permanently delete them from your list.
- Unsubscribes We’ll tell you who unsubscribed from your list, and we’ll keep track of them so you can’t accidentally add them to your list later.
- Subscriber Activity Reports If you want to dig even deeper, Subscriber Activity Reports give you a real-time report for every subscriber’s email activities: when they opened, what they clicked, and when they came back. You can even generate a list of people who did not open, and send them a modified campaign.
- Dynamic Content MailChimp allows you to dynamically change the content of your campaigns based on subscriber interests and location
Comprehensive Marketing Automation
- Integrated “Contact Us” page that allows new opportunities to request more information via your current website.
- Bulk Email capabilities with click thru response and opt-out tracking via MailChimp integration.
- Campaign analysis to display your expenses versus your potential/closed revenue.
- Discount product/service tracking with integrated promotion codes.
- Maximize Your Brand Without the Cost
Driven CRM offers powerful integration with best of breed email and lead campaign management system MailChimp, which will allow you to maximize your branding without the costs. To insure compliancy with FCC regulations, MailChimp also will autogenerate opt-out URLS that can be embedded into your emailer/newsletter and insure your companies image remains the upmost.
Email Campaign Management
- Google Analytics Integration
- Geospatial Reporting
- Social Integration to Twitter and FaceBook
- Opt-In/Opt-Out Management
- Capture Opportunities Via Your Website
Increase your website effectiveness with an integrated lead capture form for new prospect registrations. In allowing you to automatically track marketing campaign success rates with integrated analytics that track everything from hit ratios, responses, daily lead reports, as well as quoted and closed deals. The ability to tie these registrations to auto-responders further improves your marketing via whitepaper, case study and product documentation requests.
DrivenCRM QuickBooks Real-Time Integration
Save time and money by using Driven to manage your customers, orders, inventory, and service in Real-Time. Driven’s user-friendly interface organizes its powerful features into an intuitive workflow. If you are using QuickBooks as your accounting solution then Driven is the CRM for you!
Driven Enterprise offers a Real-Time Integration with QuickBooks 2009+ Pro, Premier, and Enterprise to give your business the extended functionality you need. Everything from advanced bill of materials, serialized inventory tracking and complete order management will allow you to provide your customers with the highest level of quality support in Real Time.
Driven Enterprise – In order for Driven InfoLink to communicate to QuickBooks data files, it must communicate with a copy of QuickBooks on the local machine. This will use one (1) license of QuickBooks on your network as Driven CRM users request and post data. This license is used only as needed but should remain a dedicated license for the Driven-CRM InfoLink module. InfoLink requires one (1) license of QuickBooks Pro and Premier be dedicated on your network to Driven CRM to ensure users are able to request and post data. QB Enterprise does not require a dedicated QB license.
Driven Pro – Driven Pro and QuickBooks connect through the Intuit® provided module RDS Server and RDS Client for QuickBooks. Using this method, you would install the RDS Server on a networked computer that already has a copy of QuickBooks installed, and activate the RDS Client on the Driven-CRM server which will point to the RDS Server computer running QuickBooks. This method has the disadvantage that if the networked computer is shutdown or rebooted, Driven-CRM InfoLink will fail to connect and generate errors. It is recommended if possible that a dedicated QuickBooks licensed version be installed on the Driven-CRM service for InfoLink communications
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If you are considering this program, you should also look at these other CRM solutions:
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